Transfix 401(K) Plan — Form 5500 plan (Transfix)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Transfix 401(K) Plan is a benefit plan reported by Transfix under EIN 27-2634755 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $11,843,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Transfix
- EIN
- 27-2634755
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 567
- End-of-year plan assets
- $11,843,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 567 | H, C | 20240918143119NAL0004472705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,843,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,843,120
- Net assets (BOY)
- $8,571,580
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,520,561
- Total contributions
- $2,729,847
- Total income / additions
- $4,316,232
Expenses & distributions
- Benefits paid
- $982,453
- Administrative expenses
- $62,239
- Total expenses
- $1,044,692
- Net increase / (decrease)
- $3,271,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Betterment For Business | RECORDKEEPER | $62,239 | not reported in the loaded dataset | 2023 |